# R. F. Berkheimer And Sons, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/r-f-berkheimer-and-sons-inc-231674485-501

> R. F. Berkheimer And Sons, INC.'s Health & Welfare plan: 73 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** R. F. Berkheimer And Sons, INC.

- **Sponsor EIN:** 231674485

- **Sponsor Address:** 1805 LOUCKS ROAD, YORK, PA, 17408

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 73

- **Total Assets:** $74,920

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|73|$74,920|$0|$0|

| 2024|62|$22,738|$526,172|$265,430|

| 2023|57|$9,326|$413,997|$163,371|

| 2022|92|$88,543|$325,319|$189,194|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE BENECON GROUP, LLC|Investment Advisor|$50,749|—|$50,749|

| BROWN & BROWN (PA)|Investment Advisor|$32,004|—|$32,004|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $82,753

- **Estimated Expense Ratio:** 110.455% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$905,935|—|—|—|—|

| 2024|$763,631|—|—|—|—|

| 2023|$653,157|—|—|—|—|

| 2022|$456,868|—|—|—|—|

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